《大行報告》美銀證券下調華電國際(01071.HK)目標價至1.6元 重申「跑輸大市」評級
美銀證券發表報告指,由於新型肺炎疫情,華電國際(01071.HK)今年首季利用小時按年下跌21%,跌幅大於該行預期的16%。該行調整對集團今年的利用小時預期,最新預期按年跌10%(原來料跌9%),而利用小時每改變1%,估計對集團今年的每股盈利將有5.6%影響。
該行提到,內地電廠設定了積極的風電場擴展計劃,華電目標為今年新增1.75吉瓦風電場產能,而且亦計劃今年增加467兆瓦的煤電產能。為反映新增產能及利用小時下降的預測,美銀調整對華電國際今明兩年每股盈測,其中今年下調12.4%,明年則微升0.2%。此外,其H股目標價由1.65元降至1.6元,評級重申「跑輸大市」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.